Brick-and-Mortar Decline And Sephora Rollout Will Redefine Retail Outlook

Kohl's fair value estimate rose to $15.61 from $14.92 as analysts cite improved expense and inventory management, a better-than-expected quarter, and incremental progress on self-help initiatives, even with lingering sales challenges. Analyst Commentary Analysts have responded to Kohl's recent quarterly results and guidance updates with a range of perspectives, reflected in higher price targets and updated ratings.

Kohl’s consensus price target has ticked higher to $14.92 as an improved Q2 earnings report, solid cost controls, and early signs of stabilizing same-store sales have outweighed sector headwinds and ongoing sales challenges. Analyst Commentary Positive Q2 earnings surprise and upwardly revised guidance improved sentiment, prompting higher price targets.

Kohl’s analyst price target has been raised from $10.07 to $14.28 as improved Q2 results, tighter expense and inventory management, and the rollout of additional self-help initiatives have led to better-than-expected profitability and signs of operational stabilization, despite ongoing sector challenges. Analyst Commentary Improved Q2 results exceeded expectations, with guidance raised and signs of sales trend stabilization, though overall sales remain weak.

Kohl's consensus analyst price target has been revised upward to $10.07, reflecting a notable increase in future P/E expectations despite a decline in net profit margin. What's in the News Kohl's stock experienced a surge of over 33-38% in late July 2025, driven by increased retail investor activity and social media-fueled "meme stock" dynamics, particularly due to high short interest (Forbes, Bloomberg).

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased profit margin from 1.3% to 1.7% and decreased future PE multiple from 8.9x to 6.8x.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased profit margin from 1.5% to 1.3%.

AnalystConsensusTarget has increased revenue growth from -4.5% to -5.0% and decreased profit margin from 2.0% to 1.5%.

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.